Kathy Carr Email & Phone Number

San Francisco, California, US

• Lead initiatives, deliverables, and solutions for technology initiatives, curating training paths in partnership with subject-matter experts from various lines of business and instructional design; ensuring training.
• Contribute to large scale planning related to functional area deliverables; serve as a key role in helping the team strategize on initiatives to increase user demand, improve learner experience, and meet business needs
• Manage implementation of complex learning and development solutions through in the moment consultation, facilitation, or coaching sessions to ensure effectiveness of business and managerial styles
• Lead day-to-day project tasks and complex people development initiatives, managing implementation of development strategies and solutions
• Apply knowledge of all aspects of learning and development across many business disciplines to leverage the interconnectivity of various learning solutions and demonstrate the business impact of recommended solutions
• Resolve issues to meet project deliverables while leveraging solid understanding of policies, procedures, and compliance requirements

Satellite Beach, Florida, US

Caring for Aging Parents & Completed Certified Financial Planner Designation

Westlake, Texas, US

• Led team of 15 Managers, Business Consultants, Facilitators, Instructional Designers, and vendors in the design, development, and implementation of complex large-scale learning and training strategies and solutions..
• Promoted to lead Facilitation in addition to Instructional Design for all learning initiatives impacting 15,000 retail branches, franchises, Portfolio Management, and Wealth Management enterprises.
• Oversaw design, build, and execution of the Branch Expansion Project, a 90-day blended learning program consisting of OTJ, virtual, classroom, e-learning, business partner sessions, ghosting, and job aids.o Program was.
• Developed, implemented, and oversaw departmental metrics to measure training effectiveness.
• Received 20+ Business Excellence Awards for projects completed and ranked in the top 25% in Gallop’s Leadership Poll for three consecutive years.

Westlake, Texas, US

• In 2011, curated and led a highly productive team in launching a pilot learning program under a tight deadline for Charles Schwab’s franchise networks; the program is still in place for Schwab’s now 250+ franchisees.
• Supported thousands of employees across sales, portfolio management, wealth management, and service, including new hire curriculums and specialty/up-skill learning programs
• Responsible for the development of all learning modules to support marketing’s new product and services launch to all of the retail businesses
• Headed the development and implementation, and supervision of the L&D department’s recognition program
• Conducted focus group sessions with employees and managers, established employee-based learning evaluations, and reported findings to business leaders
• Identified opportunities to improve performance and efficiency within the learning and development department, including switching design software from Dreamweaver to Articulate, and realizing $150K annual cost savings.

Westlake, Texas, US

• Managed and led L&D design, development, implementation, and budget across Instructional Design teams in support of Retail (Sales, Portfolio Management, Client Service, Marketing/Corporate Initiatives), Institutional.
• Provided 100s of trainings to 7,500 employees across Sales, Portfolio Management, Wealth Management, and Service, including new hire curriculums and specialty upskill learning programs.
• Streamlined efforts and raised understanding of needs and goals by aligning L&D teams comprised of Managers, Designers, Project Managers, and Facilitators to specific Business Units (BUs).
• Headed development, institution, and oversight of L&D Department’s recognition program. Solicited and voted on nominations and awarded winners in special recognition events.
• Improved efficiencies and facilitated decision making by instituting scorecards that provided quick and easy snapshots of each BU’s initiatives regarding project statuses, timelines, and budgets. Effectiveness of.
• Headed implementation of large scale, complex technical platforms and tools for L&D initiatives.o Raised client loyalty and satisfaction by integrating new client platforms into learning portfolios.o Reduced cost and.

Westlake, Texas, US

• Collaborated with Corporate Marketing on strategy, design, development, and delivery of learning modules to support launch of new products and services for Retail business units. Supervised 15 Instructional Designers.
• Designed 30+ new learning programs and 100s of learning modules.

Westlake, Texas, US

• Managed the training department for the Active Trader enterprise covering ~300 employees in four offsite locations
• Designed and developed major curriculums, established learning strategies and service-model integration of online platforms and firm-wide initiatives

Westlake, Texas, US

• Recruited to develop the primary curriculums and specialized training for employees in retail client service
• Designed training strategies and deliverables for the integration of firm-wide new products and services with a specialized focus on active trader and support training for new client facing platforms

Westlake, Texas, US

• Provided financial information and trading services
• Trained new hires on service and new broker training

Required Education Program For The Cfp® Exam

Bachelor'S Degree, Management Information Systems, General

Legal Assistant/Paralegal (Specialized In Criminal And Civil Litigation)